Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.

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How to Diversify Your Deposits for More FDIC Protection – Episode #382

Banks need to be considered safe and stable places to keep people’s money. There’s a plethora of problems that occur...

Do You Have What It Takes to Build a Group Practice? – Episode #380

The industry is becoming more entrepreneurial, but there are pitfalls and perils awaiting those who don’t know the ins and...
Topics: Practice Transitions

5 Common Blind Spots to Financial Progress – Episode #379

When someone is unable to fully grasp the importance of something, it’s called a blind spot. While we all have...
Topics: Behavioral Finance

Should You Pay Off Your Mortgage Early?

The honest but often frustrating answer to the above question is, as with almost all personal finance questions, it depends....

Two Steps Every Dentist Can Take to Avoid Fraud – Episode #377

If you don’t believe fraud will happen at your practice, you’re not paying attention to the high number of dentists...
Topics: Practice Management

Should You Hold, Sell, or Find a Partner? – Episode #376

DSOs are in a buying mode, but before you act too fast, there is a lot to consider as selling...
Topics: Practice Transitions

Investment Advice from Super Bowl Ads

Almost 115 million people tuned in to watch the Super Bowl last week. Viewership peaked at almost 120 million viewers...

What Do Your Core Values Have to Do With Money? – Episode #375

Want financial peace of mind? First uncover what really matters to you when it comes to your money, then align...
Topics: Behavioral Finance

An In-Depth Look at the Elements Scorecard – Episode #374

Dentists face financial complications that far exceed a normal person’s. How to conquer that complexity was the proving ground for...
Topics: Investing

A Reminder About Taxes

I like to watch football. Even more so when it’s NFL playoff football on a cold January weekend. However, during...

How Much Stock Should You Put in Market Predictions? – Episode #373

You read headlines like, “After a brutal 2022, Wall Street predicts 2023”, “Market Forecast 2023: Challenges Abound”, and you know...
Topics: Investing

How to Maximize Your Outcome in a DSO Deal – Episode #372

If a DSO comes calling, making a mistake during negotiations could be extremely costly. Here’s how to control the discussion...
Topics: Practice Transitions